North Capital Private Securities Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
67
Avg account
$0

Firm details

Headquarters
Midvale, Utah
CRD number
154559
Registered since
January 24, 2011

Firm profile

FINTRX

Overview

North Capital Private Securities Corporation is organized as a corporation and identified in the dataset as being owned by a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the snapshot data and is not described as a capital allocator. The snapshot also indicates the firm does not position itself as an active ESG investor, is not designated a multi-state adviser, and is not listed as a newly formed adviser, pension consultant, or related adviser. The provided record does not include details on client segments, fee schedules, stated business activities, or advisory services. The limited public dataset does include a measure of the firm's physical footprint, which indicates operations in multiple states.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 10
  • Kelly Whetstone

    Kelly Whetstone

    Chief Compliance Officer and Associate General CounselCRD 5380134

  • Richard Sandulli

    Richard Sandulli

    Co-ceoCRD 1555067

  • Donald Callahan

    Donald Callahan

    CFOCRD 1391439

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Contacts

3 of 57
  • Andrew Lipke

    Andrew Lipke

    Director of InvestmentsCRD 5162728

  • Scott Sams

    Scott Sams

    Institutional Business DevelopmentCRD 4465912

  • Jacob Maggy

    Jacob Maggy

    Associate, Investor RelationsCRD 7188416

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Midvale, UT

Salt Lake

Location

Midvale, UT

Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Salt Lake
Address
623 E Fort Union Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth